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CWM
Congress Wealth Management’s
Grab
GRAB
Stock Holding History
Congress Wealth Management’s Portfolio
GRAB Stock Details
GRAB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
$362K
Buy
71,929
+5,151
+8%
+$24K
﹤0.01%
1011
2025
Q1
$303K
Sell
66,778
-38,255
-36%
-$178K
﹤0.01%
939
2024
Q4
$496K
Sell
105,033
-6,468
-6%
-$29.4K
0.01%
639
2024
Q3
$424K
Buy
111,501
+44,232
+66%
+$151K
0.01%
660
2024
Q2
$239K
Sell
67,269
-689
-1%
-$2.42K
﹤0.01%
661
2024
Q1
$213K
Sell
67,958
-13,489
-17%
-$43.3K
﹤0.01%
566
2023
Q4
$274K
Buy
81,447
+41,711
+105%
+$135K
0.01%
547
2023
Q3
$141K
Buy
+39,736
New
+$142K
﹤0.01%
591
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SIAU
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MB
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1-Year Est. Return
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$5.7T AUM
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1-Year Est. Return
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$22.8B AUM
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1-Year Est. Return
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$1.02T AUM
30.18%
1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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